CT
VMEO

Caldwell Trust’s Vimeo VMEO Stock Holding History

Caldwell Trust’s Portfolio VMEO Stock Details VMEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-771
Closed -$2.65K – 748
2022
Q4 		$2.65K Hold
771
– – ﹤0.01% 692
2022
Q3 		$3.08K Hold
771
– – ﹤0.01% 681
2022
Q2 		$4.64K Hold
771
– – ﹤0.01% 685
2022
Q1 		$9.16K Hold
771
– – ﹤0.01% 648
2021
Q4 		$13.8K Hold
771
– – ﹤0.01% 602
2021
Q3 		$22.6K Sell
771
-35
-4% -$1.38K ﹤0.01% 546
2021
Q2 		$39.5K Buy
+806
New +$37.1K 0.01% 482

Other funds holding VMEO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return